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Zapier makes it easy to integrate Microsoft Excel with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.

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Microsoft Excel logo
Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
Microsoft Office 365 logo
Microsoft Office 365
Microsoft Office 365 logo
Microsoft Office 365
2. Choose action
Microsoft Excel logo
1. Select the event
Setup
Test
Microsoft Excel logo
Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Create Event" in Microsoft Office 365.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Microsoft Office 365, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Excel + Microsoft Office 365 integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Microsoft Office 365

How do I integrate Microsoft Excel with Office 365 using our services?

To integrate Microsoft Excel with Office 365, you'll need to create a Zap. In the Zap, select Excel as your 'Trigger App', and choose a specific action like 'Add Row' as the trigger event. Then, set Office 365 as your 'Action App' and select an action like 'Send Email'. This sets up the flow where actions in Excel prompt corresponding actions in Office 365.

Can I automatically update an Excel spreadsheet when I receive an email in Office 365?

Yes, you can set up a workflow that will update your Excel spreadsheet based on triggers from incoming emails in Office 365. You would configure a trigger for receiving new emails in Outlook and an action for updating rows in Excel.

Is it possible to create calendar events in Outlook from new rows added in an Excel sheet?

Certainly, you can automate creating calendar events in Outlook using new row entries as triggers from your Excel spreadsheets. When you add a new row to a specific spreadsheet, it will trigger our system to automatically create a corresponding event on your Outlook calendar.

How can we streamline document sharing using this integration?

By setting up triggers when documents are updated or created in Excel and aligning these with actions that share files via OneDrive or send links through emails, sharing becomes automated based on workflow rules defined by the user.

What happens if there is a data conflict during integration?

If there's ever a data conflict during integration, our system alerts you to review the discrepancies manually. It’s important that any potential conflicts are addressed immediately to maintain data integrity across both platforms.

Can I trigger surveys using forms based on updates made within Excel?

Yes, by configuring triggers tied to updates or additions made within an Excel sheet, you can automate sending surveys through forms. This ensures timely feedback collection aligned with your data management tasks.

Are there limitations on the types of data that can be synchronized between these applications?

There are certain limitations concerning data types especially complex objects or unsupported formats that might not be fully synchronized between Microsoft Excel and Office 365 applications. You should focus primarily on supported data types like text, numbers, dates, etc., for seamless integration.

Practical ways you can use Microsoft Excel and Microsoft Office 365

Track new client events in a spreadsheet.

When a new calendar event is created in Office 365 for a client meeting or discussion, Zapier will automatically log the event details into an Excel spreadsheet. This ensures client interactions are centralized and easy to analyze for tracking and planning purposes.

Business Owner
Log flagged emails for security review.

Whenever an email is flagged in Office 365, Zapier will automatically record the flagged email's details into an Excel spreadsheet. This process helps your IT team maintain and review a comprehensive log of potentially suspicious email activity.

IT
Sync new marketing contacts to spreadsheets.

When a new contact is added in Office 365, Zapier will automatically add the contact's information to a designated Excel spreadsheet. This automation helps the marketing team consolidate contact data for campaigns and reporting without manual effort.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Title
      Required
    • Column Headers
    • Zap_step_id
    Action
    Write

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Microsoft Office 365 on the Zapier blog

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excel logo
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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